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What are user roles?

Modified on: Sat, 25 Nov, 2017 at 12:40 PM

November 25, 2017- Some of the features described here are available to some customers already and will be rolled out to all customers in the coming weeks. We will inform customers by email when their accounts have been updated.

User roles are defined at three levels to maximize flexibility in permission management:

Each user's process-level role defines the permissions the user has within the process, regardless of their assignment to projects.

Each user's project-levelrole defines the permissions the user has within each specific project to which the user is added.

Each user's task permissions in a project defines the permissions the user has with regards to specific tasks within a project (excluding admins).

Additionally, the Company Admin role supersedes all other roles with the ability to manage certain account settings and monitor license usage across all processes.

Process-level roles

There are four different process-level roles in Midaxo that define user permissions across the whole process:

Process Administrators control the whole environment and have full access to all projects within the process. They can create new processes and projects, create new user accounts, and assign their user roles. Each process can have its own Process Administrator. This means that if someone is a Process Administrator for one process, it does not mean they can view all the other processes.

Project Creators can create new projects in their assigned process and add members to their projects. When they create new projects, they automatically become the project admin.

Project Members work within their assigned projects, or even tasks. They need to be assigned to projects by a Process Administrator, a Project Creator, or a Project Administrator. Although their process-level role is Project Member, they can be elevated to Project Admin for certain projects.

Project-level roles

At the project level, users can be either Project Administrators or Project Members.

Project Administrators can access and edit all information and configure permissions within their specific project. Users with process-level roles of Process Administrators also have the same rights as Project Administrators.

Project Members can only access projects to which they have been added as a team member, by a project or process administrator. They can only access confidential fields, tasks & documents, and issues, when they have been given the rights to do so by the administrators.

* Project Admins have full permissions to manage all issues within their project. Project members can manage issues for which they are assigned as "Responsible". For all other issues, the permissions of Project Members are controlled at a task level.

* Project Admins have full permissions to manage all events within their project. Project members can manage events for which they are assigned as "Responsible". For all other events, the permissions of Project Members are controlled at a task level.